Hixon Zuercher’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-24,962
Closed -$2.42M 81
2024
Q4
$2.42M Buy
+24,962
New +$2.42M 0.93% 39
2024
Q1
Sell
-2,110
Closed -$209K 62
2023
Q4
$209K Buy
+2,110
New +$209K 0.1% 64
2022
Q1
Sell
-2,965
Closed -$338K 59
2021
Q4
$338K Buy
+2,965
New +$338K 0.17% 55
2020
Q1
Sell
-2,477
Closed -$278K 38
2019
Q4
$278K Buy
+2,477
New +$278K 0.26% 48